Anic Equity¶
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Total return since start: 0.574 %¶
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Equity now: -----------------------------> 48079.7 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46684.82 Kr¶
PnL: ---------------------------------------> -203.75 Kr¶
DD now: ---------------------------------> -1.131 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-16 16:05:59.780459'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 3.260000 | 2884.000000 | 248.000000 | 9.410000 | 2636.000010 |
| Beijer Electronics Group | 26 | 1.160000 | 3172.000000 | 201.000000 | 6.770000 | 2971.000006 |
| Corem Property Group B | 59 | 6.330000 | 683.810000 | 106.810000 | 18.510000 | 576.999999 |
| Samhällsbyggnadsbo. i Norden B | 20 | 6.920000 | 454.400000 | 99.400000 | 28.000000 | 355.000000 |
| HMS Networks | 2 | 1.400000 | 722.000000 | 49.000000 | 7.280000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.680000 | 2970.000000 | 43.000000 | 1.470000 | 2927.000000 |
| Boozt | 12 | 1.360000 | 1693.200000 | 39.200000 | 2.370000 | 1653.999996 |
| Midsona B | 63 | 3.190000 | 611.100000 | 28.100000 | 4.820000 | 582.999984 |
| Samhällsbyggnadsbo. i Norden D | 12 | 5.370000 | 273.120000 | 27.120000 | 11.020000 | 246.000000 |
| MedCap | 2 | 4.720000 | 444.000000 | 23.000000 | 5.460000 | 421.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | 3.550000 | 581.700000 | 19.700000 | 3.510000 | 562.000005 |
| Nordea Bank Abp | 29 | 0.710000 | 3473.620000 | 19.620000 | 0.570000 | 3453.999992 |
| OEM International B | 7 | 1.960000 | 547.400000 | 19.400000 | 3.670000 | 527.999997 |
| Intrum | 4 | 2.330000 | 544.800000 | 17.800000 | 3.380000 | 527.000000 |
| Coor Service Management Hold. | 8 | 0.590000 | 549.200000 | 17.200000 | 3.230000 | 532.000000 |
| Eastnine | 4 | 0.000000 | 505.600000 | 14.600000 | 2.970000 | 491.000000 |
| Karnov Group | 9 | -0.490000 | 549.000000 | 13.000000 | 2.430000 | 536.000004 |
| Norva24 Group | 16 | 0.290000 | 554.880000 | 11.880000 | 2.190000 | 543.000000 |
| CTEK | 13 | 5.120000 | 544.440000 | 10.440000 | 1.960000 | 533.999999 |
| Resurs Holding | 22 | -0.110000 | 584.320000 | 10.320000 | 1.800000 | 573.999998 |
| Essity A | 4 | 0.000000 | 1158.000000 | 9.000000 | 0.780000 | 1149.000000 |
| AcadeMedia | 12 | 0.560000 | 564.480000 | 7.480000 | 1.340000 | 557.000004 |
| Essity B | 2 | 0.560000 | 579.600000 | 5.600000 | 0.980000 | 574.000000 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.320000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Swedbank A | 3 | 0.480000 | 563.700000 | -0.300000 | -0.050000 | 564.000000 |
| Securitas B | 6 | 0.720000 | 567.720000 | -2.280000 | -0.400000 | 570.000000 |
| SAAB B | 8 | 1.710000 | 3338.400000 | -38.600000 | -1.140000 | 3377.000000 |
| International Petroleum Corp. | 5 | 3.270000 | 537.500000 | -57.070000 | -9.600000 | 594.565215 |
| Vivesto | 1368 | 2.510000 | 546.930000 | -66.070000 | -10.780000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.470000 | 3780.000000 | -70.000000 | -1.820000 | 3850.000000 |
| OX2 | 18 | -1.880000 | 1505.700000 | -158.300000 | -9.510000 | 1663.999992 |
| Axfood | 13 | 0.370000 | 3568.500000 | -187.500000 | -4.990000 | 3756.000001 |
| Ovzon | 52 | 1.740000 | 3047.200000 | -314.800000 | -9.360000 | 3361.999992 |
| Fasadgruppen Group | 35 | -0.200000 | 3458.000000 | -353.000000 | -9.260000 | 3810.999990 |
| TOTAL | 46684.820000 | -203.750000 | -1.13138% | 46888.564618 |
Updated:¶
'2023-01-16 16:06:12.645137'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
